Filed April 30, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,153 | $50,637-32.6% | $86,590-60.6% | $62,292-45.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.76% | 20.80%+1.0pp | 964.84%-943.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $2,581 | $2,075+24.4% | $2,839-9.1% | $2,042+26.4% |
| Participant deferral / active EE | $4,943 | $2,611+89.3% | $3,609+37.0% | $3,169+56.0% |
| Admin fee / account holder | $4,064 | $413+883.3% | $4,906-17.2% | $479+747.8% |